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Winnow Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Winnow Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Buy
8,786
+2,060
+31% +$70.9K 0.22% 114
2026
Q1 		$208K Buy
6,726
+6,518
+3,134% +$208K 0.16% 119
2025
Q4 		$6.45K Buy
208
+65
+45% +$1.94K ﹤0.01% 252
2025
Q3 		$4.29K Buy
+143
New +$4.16K ﹤0.01% 282
2025
Q2 		– Sell
-142
Closed -$3.71K – 584
2025
Q1 		$3.71K Hold
142
– – ﹤0.01% 264
2024
Q4 		$3.91K Buy
+142
New +$4.05K ﹤0.01% 221

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Winnow Wealth's SCHM Position: Q2 2026 in Review

Winnow Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 31% in Q2 2026, buying an estimated $70.9K and bringing the position to 8,786 shares worth $324K. The position accounts for 0.22% of the portfolio, ranked #114.

Winnow Wealth first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Winnow Wealth held 8,786 shares of Schwab US Mid-Cap ETF worth $324K as of Q2 2026.
  • Winnow Wealth bought 2,060 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $70.9K.
  • Schwab US Mid-Cap ETF made up 0.22% of Winnow Wealth's portfolio in Q2 2026, its #114 holding.
  • Winnow Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.